At the end of last month's column I promised to explain why The Biotech Growth Trust (BIOG) had been added to the Growth portfolio. Since then, I've also increased both portfolios' exposure to the healthcare sector. The two are related. Healthcare generally presents a classic opportunity: it remains out of favour and yet the outlook continues to improve - helped in part by advances in biotechnology. Sentiment lags fundamentals and I think patient investors will be amply rewarded.